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Wellington Emerging Markets Local Equity S Acc EUR

Ranked 92 out of 222 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Objective

The investment objective of the Portfolio is to seek long-term total returns. The Portfolio will seek to achieve its objective by investing primarily in equity securities of companies that are either located in emerging markets, or conduct substantial business in emerging markets. In managing the Fund, the Investment Manager combines country and sector analysis with stock selection in an actively managed investment mandate.The Portfolio may also invest in any country which is considered to be a developing or emerging market by the World Bank or is represented in the MSCI Emerging Markets Index.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% -11.6%
2017 55.9% 12.1% 10.9% 12.5% 11.5%
2016 1.2% 0.6% 1.3% 9.0% -8.9%
2015 -17.9% -11.8% 0.5% -9.8% 2.7%
2014 0.9% 1.4% 5.3% -1.6% -4.0%
2013 3.8% 6.3% -5.9% -1.5% 5.4%
2012 24.8% 13.7% -6.3% 8.9% 7.6%
2011 -21.2% -0.4% -4.2% -19.6% 2.8%
2010 -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date31/08/2010
  • Share Class size427Mn
  • Base currencyEUR
  • ISIN IE00B567B956

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).